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The Truth About What’s Possible with DOGE (Department Of Government Efficiency) | Darius Dale

This week on The Nick Halaris Show we are welcoming back Darius Dale, the founder and CEO of 42 Macro, a leading Macro Risk Management serving investors around the world! Check out his first episode here for a master class introduction to the art of macro risk management in investing. Ready to dive in? Listen to this episode on Apple Podcasts, Spotify, Amazon Music and YouTube or on your favorite podcast platform. I wanted to have Darius on the show for a deep dive discussion on President Trump’s highly anticipated Department of Governmental Efficiency initiative. While there’s been a lot of hype and hyperbole around DOGE and its massive $2T target, Darius and his team at 42 Macro have actually sat down and done some real analysis. Of course, things are not as simple as advertised! Tune in to this fascinating episode to learn: Why Darius thinks that though there is over $500B in unauthorized spending and perhaps another $500B in fraud and waste DOGE is unlikely to be successful in reducing the fiscal deficit How the only chance for success involves addressing the 2/3rds of Government spending that is either non-negotiable (Interest on the Debt) or politically unpalatable (Social Security, Medicare, and Defense) How the aggressive cost-cutting envisioned by DOGE enthusiasts works at cross-purposes to the purported goal of reducing the fiscal deficit because of its likely impact on tax receipts How fundamental changes brought about by COVID crisis may have set the global economy on an inevitable collision course with fiscal disaster Why rising economic inequality is the core problem of the modern world order & Much, much more Stay tuned to the end to learn why Darius thinks everyone should be reading Neil Howe’s and William Strauss’ classic “The Fourth Turning.” I also share why, even if you aren’t a professional investor, I’m so enthusiastically recommending you all follow Darius and check out 42 Macro. As always, I hope you all enjoy this episode. Thanks for tuning in! Love this episode? Please rate, subscribe, and review on your favorite podcast platform to help more users find our show. 🙏 Thank you 00:00: Introduction to Darius Dale and the DOJ Discussion 01:25: Understanding the Department of Government Efficiency 04:54: Analyzing Waste and Fraud in Federal Expenditures 10:39: The Impact of Unauthorized Programs on the Budget 14:50: The Role of Non-Negotiable Expenditures in the Budget 24:49: Populism and the Future of Social Security 27:36: The Shift in Income Distribution 29:40: The Impact of Globalization on Household Income 31:25: Populism and Political Realignment 33:02: The DOD Budget and Government Spending 36:00: Treasury Bonds and Fiscal Policy 43:13: The Future of the Bond Market 44:36: The Impact of Natural Disasters on Real Estate 50:30: Inflation and Economic Changes Post-COVID